We are changing our name from Kelly Financial Group to
Partners in Wealth Preservation. Our website is http://www.kellyfg.com.
The new name reflects our defensive investing strategy
• Buy and hope is no longer an option
• Financial independence does not happen by accident
• Conservative is always in fashion
Tell us a bit about who you are and the people you reach
Our ideal clients, those who receive maximum benefit from our services are:
Conservative, trustworthy, individuals and business owners, CEO's, retired or nearing retirement with defined goals and a clear sense of what is important to them.
Enjoyable to work with and desiring freedom to pursue a higher quality of life.
Seeking a trusted advisor that will help them make smart choices about their money.
Capable of delegating with investable assets of >$500,000 or a net worth of $1 million+.
We need a logo that reflects our conservative values and is symbolic of stability and our ability to help people plan and realize the retirement they've dreamed of.